Welcome to Insights! To help you make the most of our powerful analytics tool, we've created a series of three concise, step-by-step video tutorials. Whether you're new to Insights or looking to enhance your data analysis skills, this guide will walk you through building custom queries, integrating additional data sets, and creating interactive dashboards. Watch these videos to unlock the full potential of your data analysis and make informed, data-driven decisions with ease.

​Be sure to check out our other articles on all the amazing features and functionalities we support in Insights!

Duration: 5 minutes

Learn how to create custom queries from scratch to perform period-over-period comparisons of key performance indicators (KPIs). This video covers selecting the right data topics, utilizing AI-assisted tools for query customization, setting up year-over-year comparisons, adding variance calculations, and formatting your data for clear insights. By the end, you'll have a comprehensive query to effectively track and analyze your data.

Helpful Articles:

Duration: 4 minutes

Enhance your queries by integrating forecast and budget data using the powerful XLOOKUP functionality. This tutorial builds on your existing performance data, showing you how to add new data sets, align periods, and merge information into a single, unified table.

Helpful Article:

Duration: 7 minutes

Transform your queries into a dynamic, interactive dashboard that visualizes your forecast, budget, and performance data. This video guides you through customizing visualizations, applying conditional formatting, adding interactive filters, and enhancing dashboard flexibility with toggles and selectors. By the end of this tutorial, you'll have a fully functional dashboard that offers clear, actionable insights and allows for easy data exploration.

☎️ If you have any questions or need further assistance, feel free to contact our Advisory team via chat. We're here to help you succeed!